Q4http://www.pcper.com
PC Perspectivehttp://www.pcper.com/images/podcast-logo-600x600.pngenNVIDIA Announces Q4 FY 2014 Results: Above Expectations!http://www.pcper.com/reviews/Editorial/NVIDIA-Announces-Q4-FY-2014-Results-Above-Expectations
<p>It wouldn&rsquo;t be February if we didn&rsquo;t hear the Q4 FY14 earnings from NVIDIA!&nbsp; NVIDIA does have a slightly odd way of expressing their quarters, but in the end it is all semantics.&nbsp; They are not in fact living in the future, but I bet their product managers wish they could peer into the actual Q4 2014.&nbsp; No, the whole FY14 thing relates back to when they made their IPO and how they started reporting.&nbsp; To us mere mortals, Q4 FY14 actually represents Q4 2013.&nbsp; Clear as mud?&nbsp; Lord love the Securities and Exchange Commission and their rules.</p>
<p class="rtecenter"><div class = "center-article-image"><a href="/reviews/Editorial/NVIDIA-Announces-Q4-FY-2014-Results-Above-Expectations" class="inline-image-link" title="View: 633879_NVLogo_3D.jpg"><img src="/files/imagecache/article_max_width/review/2014-02-13/633879_NVLogo_3D.jpg" alt="633879_NVLogo_3D.jpg" title="633879_NVLogo_3D.jpg" class="pcper-inline" width="600" height="467" /></a></div></p>
<p>The past quarter was a pretty good one for NVIDIA.&nbsp; They came away with $1.144 billion in gross revenue and had a GAAP net income of $147 million.&nbsp; This beat the Street&rsquo;s estimate by a pretty large margin.&nbsp; As a response, trading of NVIDIA&rsquo;s stock has gone up in after hours.&nbsp; This has certainly been a trying year for NVIDIA and the PC market in general, but they seem to have come out on top.</p>
<p>NVIDIA beat estimates primarily on the strength of the PC graphics division.&nbsp; Many were focusing on the apparent decline of the PC market and assumed that NVIDIA would be dragged down by lower shipments.&nbsp; On the contrary, it seems as though the gaming market and add-in sales on the PC helped to solidify NVIDIA&rsquo;s quarter.&nbsp; We can look at a number of factors that likely contributed to this uptick for NVIDIA.</p>
<p><a href="http://www.pcper.com/reviews/Editorial/NVIDIA-Announces-Q4-FY-2014-Results-Above-Expectations">Click here to read the rest of NVIDIA&#39;s Q4 FY2014 results!</a></p>
<p><a href="http://www.pcper.com/reviews/Editorial/NVIDIA-Announces-Q4-FY-2014-Results-Above-Expectations" target="_blank">read more</a></p>http://www.pcper.com/reviews/Editorial/NVIDIA-Announces-Q4-FY-2014-Results-Above-Expectations#commentsEditorialFY2014graphicskeplermaxwellnvidiaPCQ4quarterlyResultsSoCtegraThu, 13 Feb 2014 20:04:08 +0000Josh Walrath59549 at http://www.pcper.comNVIDIA Reports Q4 and FY2012 Earnings - Tegra 3, 28nm Keplerhttp://www.pcper.com/reviews/Editorial/NVIDIA-Reports-Q4-and-FY2012-Earnings-Tegra-3-28nm-Kepler
<p>Yesterday NVIDIA released their latest financial results for Q4 2012 and FY2012.&nbsp; There was some good and bad mixed in the results, but overall it was a very successful year for NVIDIA.</p>
<p>Q4 saw gross revenue top $953.2 million US with a net income of $116 million US.&nbsp; This is about $53 million less in gross revenue and $62 million down in net income as compared to last quarter.&nbsp; There are several reasons as to why this happened, but the majority of it appears to be due to the hard drive shortage affecting add-in sales.&nbsp; Simply put, the increase in hard drive prices caused most OEMs to take a good look at the price points of the entire system, and oftentimes would cut out the add-in graphics and just use integrated.</p>
<p class="rtecenter"><div class = "center-article-image"><a href="/reviews/Editorial/NVIDIA-Reports-Q4-and-FY2012-Earnings-Tegra-3-28nm-Kepler" class="inline-image-link" title="View: tegra3.jpg"><img src="/files/imagecache/article_max_width/review/2012-02-16/tegra3.jpg" alt="tegra3.jpg" title="tegra3.jpg" class="pcper-inline" width="480" height="310" /></a></div></p>
<p class="rtecenter"><strong><em>Tegra 3 promises a 50% increase in revenue for NVIDIA&nbsp;this coming year.</em></strong></p>
<p>Two other reasons for the lower than expected quarter were start of the transition to 28 nm products based on Kepler.&nbsp; They are ramping up production on 28 nm and slowing down 40 nm.&nbsp; Yields on 28 nm are not where they expected them to be, and there is also a shortage of wafer starts for that line.&nbsp; This had a pretty minimal affect overall on Q4, but it will be one of the prime reasons why revenue looks like it will be down in Q1 2013.&nbsp;</p>
<p><a href="http://www.pcper.com/reviews/Editorial/NVIDIA-Reports-Q4-and-FY2012-Earnings-Tegra-3-28nm-Kepler">Read the rest of the article here.</a></p>
<p><a href="http://www.pcper.com/reviews/Editorial/NVIDIA-Reports-Q4-and-FY2012-Earnings-Tegra-3-28nm-Kepler" target="_blank">read more</a></p>http://www.pcper.com/reviews/Editorial/NVIDIA-Reports-Q4-and-FY2012-Earnings-Tegra-3-28nm-Kepler#commentsEditorialearningsfermiFY2012geforcekeplernvidiaQ4tegra 3teslaThu, 16 Feb 2012 23:54:39 +0000Josh Walrath53606 at http://www.pcper.comAMD Announces Q4 2011 Resultshttp://www.pcper.com/reviews/Editorial/AMD-Announces-Q4-2011-Results
<p>Tis the reporting season.&nbsp; Yes, that time of year when some of the major players in the computing world get together and tell us all how well they did this past quarter.&nbsp; Ok, so they do not necessarily get together to announce results, but they sure time them that way.&nbsp; Today was AMD&rsquo;s turn (and Apple&rsquo;s), and the results were not nearly as positive as what Intel had to offer a few days ago.</p>
<p class="rtecenter"><div class = "center-article-image"><a href="/reviews/Editorial/AMD-Announces-Q4-2011-Results" class="inline-image-link" title="View: 800px-AMD_Logo.svg_.png"><img src="/files/imagecache/article_max_width/review/2012-01-25/800px-AMD_Logo.svg_.png" alt="800px-AMD_Logo.svg_.png" title="800px-AMD_Logo.svg_.png" class="pcper-inline" width="602" height="126" /></a></div></p>
<p>Q4 2011 was flat in terms of revenue as compared to Q3.&nbsp; The company had gross revenue of $1.69 billion and had a net income loss of $177 million.&nbsp; That net income is not necessarily a bad result, but more on that later.&nbsp; Margins rose to 46%, which is still a far cry from Intel&rsquo;s 65% for the past quarter.&nbsp; Gross revenue was up 2% from last year, which considering the marketplace and Intel&rsquo;s dominance, is a solid win for AMD.</p>
<p>When we start talking about non-GAAP results, AMD had a net income of $138 million.&nbsp; The difference between those two numbers (a loss vs. a nice profit) is that the loss came from one time writeoffs.&nbsp; AMD has lowered its stake in GLOBALFOUNDRIES to 8.8%, and in so doing incurred a hefty charge.&nbsp; This is not so much money lost as it is lost value in the company.</p>
<p><a href="http://www.pcper.com/reviews/Editorial/AMD-Announces-Q4-2011-Results">Click to read the rest of this article here</a>.</p>
<p><a href="http://www.pcper.com/reviews/Editorial/AMD-Announces-Q4-2011-Results" target="_blank">read more</a></p>http://www.pcper.com/reviews/Editorial/AMD-Announces-Q4-2011-Results#commentsEditorial2012amdbrazosbulldozerFinancesHD 7000HD 7970llanoQ4Q4 2012ResultstrinityWed, 25 Jan 2012 14:51:13 +0000Josh Walrath53344 at http://www.pcper.comIntel Reports Massive Q4 and Yearly Earningshttp://www.pcper.com/reviews/Editorial/Intel-Reports-Massive-Q4-and-Yearly-Earnings
<p>Intel had a record quarter.&nbsp; Are we tired of hearing that yet?&nbsp; I guess that depends on who a person is investing with.&nbsp; Earlier this quarter Intel warned that their results could be negatively affected by the current hard drive shortage that we are experiencing.&nbsp; Apparently, this was a factor, but it did not stop Intel from still having a record quarter.</p>
<p class="rtecenter"><div class = "center-article-image"><a href="/reviews/Editorial/Intel-Reports-Massive-Q4-and-Yearly-Earnings" class="inline-image-link" title="View: intel_logo.jpg"><img src="/files/imagecache/article_max_width/review/2012-01-20/intel_logo.jpg" alt="intel_logo.jpg" title="intel_logo.jpg" class="pcper-inline" width="337" height="256" /></a></div></p>
<p>Q4 2011 turned out to be gangbusters for Intel.&nbsp; They reported gross revenue of $13.9 billion, which is significantly higher than the expected $13.74 billion analysts were predicting.&nbsp; Net income came in at $3.4 billion with an impressive 65.5% gross margin.&nbsp; The overall year was also record setting at $54 billion gross revenue and $12.9 billion net income.&nbsp; For comparison, AMD has a gross revenue of about $6.8 billion and a net income of around $300 million.&nbsp; 2010 was a record year for Intel in that they surpassed $40 billion in revenue for the first time in the company&rsquo;s history, and this year saw revenue over $10 billion higher.&nbsp; Intel is certainly hitting their stride, and they do not look to slow down anytime soon.</p>
<p><a href="http://www.pcper.com/reviews/Editorial/Intel-Reports-Massive-Q4-Earnings">Read the rest of the article here.</a></p>
<p><a href="http://www.pcper.com/reviews/Editorial/Intel-Reports-Massive-Q4-and-Yearly-Earnings" target="_blank">read more</a></p>http://www.pcper.com/reviews/Editorial/Intel-Reports-Massive-Q4-and-Yearly-Earnings#commentsEditorial2011billionsIntelQ4Q4 2011quarterly earningsFri, 20 Jan 2012 23:45:28 +0000Josh Walrath53317 at http://www.pcper.com